Avantax Planning Partners, Inc. Schwab Strategic Tr Us Emergin Transaction History

Avantax Planning Partners, Inc.

  • $3.1 Billion
  • Q2 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 28,176 shares of SCHE stock, worth $815,413. This represents 0.02% of its overall portfolio holdings.

Number of Shares
28,176
Previous 77,770 63.77%
Holding current value
$815,413
Previous $1.96 Million 61.9%
% of portfolio
0.02%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$24.67 - $27.2 $1.22 Million - $1.35 Million
-49,594 Reduced 63.77%
28,176 $748,000
Q1 2024

May 02, 2024
BUY
$23.47 - $25.45 $1.83 Million - $1.98 Million
77,770 New
77,770 $1.96 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-1,670 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
1,670 New
1,670 $43,000
Q2 2018

Aug 13, 2018
SELL
N/A
-5,916 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
5,916 New
5,916 $170,000

Others Institutions Holding SCHE

# of Institutions
770
Shares Held
236M
Call Options Held
13.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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